Palantir公司公布的第二季度财报表现远超市场预期，年度营收增长93%至19.4亿美元[1]，超过华尔街预期的18亿美元[1]，公司股价随之上涨10%[1]。其中美国政府合同收入增长90%至8.09亿美元[1]。第二季度利润达11亿美元，创历史新高[2]。
在财报信中，CEO Alex Karp对AI产业发起了尖锐批评。他指出，"许多大型语言模型建设者意图——无论是有意还是无意——掌控其合作伙伴的生产资料"[2]，用"马克思主义"比喻对其进行指控[2]。相比之下，Palantir提供与具体模型无关的AI和分析软件，允许组织保持对其数据和AI产出的控制权[2]。
此外，该公司因与特朗普政府移民议程的关联而面临日益增长的反对声音[1]。
Palantir Technologies delivered a blockbuster second quarter, with annual revenue climbing 93% to $1.94 billion, significantly exceeding Wall Street's forecast of $1.8 billion [1]. The company's stock price jumped 10% following the announcement [1]. Revenue from U.S. government contracts grew 90% to $809 million [1], while the company reported $1.1 billion in profit for the quarter [2]—more than it had generated in total revenue during the same period the previous year [2].
The strong financial performance prompted CEO Alex Karp to publicly criticize major players in the artificial intelligence sector. In the company's earnings letter, Karp stated that large language model companies intend, "knowingly or otherwise, to capture the means of production of their purposed partners" [2]. Karp characterized this approach as "Marxist" [2]. By contrast, Karp emphasized that Palantir develops AI and analytics software independent of any particular model, allowing organizations to maintain control over their data and AI outputs [2]. However, the company's growing ties to U.S. government contracts have drawn increasing opposition linked to the Trump administration's immigration agenda [1].